CiviCRM Community Forums (archive)

Thanks everyone for your recent comments and hello to Sarah and robinhood.  It's helpful to see the common themes emerging for us as a sector and hopefully this will generate some collaboration on these issues. 

Issues around relationships in event registrations and the ability to deal with recurring events seem to be hot topics right now so I would encourage you to comment further on Sarah's wiki on the relationships issue at http://wiki.civicrm.org/confluence/display/CRM/Relationship+improvements+for+the+self-service+areas and on my latest forum post on recurring events as a Make It Happen at http://forum.civicrm.org/index.php/topic,23399.msg98274.html#msg98274 

Scott - as I mentioned earlier I'm afraid I don't have answers on the household issue, only some additional thoughts to throw into the fray.

- When listing household (HH) members I presume you'd want to list the adults first and then the children. At present the HH relationships set up in Civi are 'member of' and 'head of'. I wonder if we need within households to identify Adult 1, Adult 2, child 1 etc to enable listings to identify the adults first in a directory? A demarcation of this sort would mean that if, at some point, the 'merge by households' export could be expanded to include the name of each HH member, this would immediately provide the simplified directory that you mention in point 1 (HH name, address, individuals, HH phone etc). It would also mean you would be able to identify the adults in a HH for use in external mailmerges etc 

- I guess the issue of excluding some adult children is best done with a custom field if this is just an occasional request. I think I mentioned in a different thread that we remove children from their parents' household once they become adults as we deal with them as a separate entity at that point, but the relationship 'child of' remains as a helpful point of info. This means that if Matt is 18 and is living at home and we're doing a large mailing, we can use 'merge label by household' to ensure Mum & Dad get one letter between them, but Matt gets his own letter as he's an adult (even though he's living at home).  The same would be true of your directory perhaps, that you'd want Matt listed in his own right, separately from Mum & Dad's household so that he's not listed along with his kid brothers and sisters!  (Having said that, 'Merge labels by household' functionality isn't currently working - bug reported at http://issues.civicrm.org/jira/browse/CRM-8338 but recently downgraded from a 4.2 to 4.3 fix)

- Do you intend to create your directory from an initial household search (because you identify a HH as a 'member')?  I ask because we deal with individuals as members, not HHs. For example, Dad and the children may be members but Mum may not be (but is listed on Civi and in the HH because she attends the toddler group). We would want to create any membership directory from an initial search of members, then merged by household - an added complication as exports of membership searches don't give the 'merge by' options at the point of export but this is easily worked around with smart groups I guess.

Sorry to only offer further reflections rather than solutions at this stage. Thanks to lobo for kickstarting things with a report suggestion and to Scott and dowd for looking into possible solutions.

Lindsey

Hi Father Shawn
Congratulations on your new role.  It's great to hear from you as I know you've done a lot of Civi thinking and development over the years.  People may be interested in the Civirelate module you developed (http://drupal.org/project/civi_relate and http://drupal.org/node/819840) to create relationships in Civi when asking for info on referees/emergency contacts etc.

I look forward to you starting other discussion topics on this forum - particularly as you get to grips with the needs of the parishes and explore potential functionality that will help them.

Lindsey

Stuart-

Security is important in general and many members are nervous about personal privacy and or identity theft - a thread on good security would be welcome!

http://svn.civicrm.org/sfschool/trunk/SFS/Report/Form/Roster.php

Hi Lobo,
404 on that link.  Can you please repost?
Cheers,
Hamish

Hi everyone
I've just started a new thread on this forum about particular Civi features which will benefit our sector. It's mainly so that people checking out this section can see some relevant input at a glance without trawling through the introductions section!

In that new section I've mentioned two recent Civi blogs I've written:

Recurring Events - info on a new Make It Happen project of great interest to our sector  http://civicrm.org/blogs/lindseym/recurring-events-%E2%80%93-it%E2%80%99s-time-%E2%80%98make-it-happen%E2%80%99

Groups view - new functionality for viewing Civi groups in a hierarchy http://civicrm.org/blogs/lindseym/new-features-extension-civi-groups

Both of these blogs and the features they highlight are highly relevant to Civi users in a faith community setting so please check out the new topic I've started to find out more... and please consider helping to fund the Make It Happen project as I know this will benefit our sector (and others!) greatly. Thanks very much.

Lindsey

 

Hey hamish… Where in Australia are you?

We do have a very quiet ANZ forum, but it most usefully contains links to our local meetup groups!

http://forum.civicrm.org/index.php/topic,27570.0.html

Hi Hamish. Good to hear from you. You may be interested to know that we're currently working on a tweaked version of Civi specifically for churches/mosques/synagogues etc which will have additionality functionality of interest to those groupings. In the coming weeks/months I'll post more about it so that others can benefit too.

Great! And Lindsey, I'm trying to formalise and get together a list of CiviCRM installations specific to particular regions and industries, see here - http://civicrm.org/blogs/chrischinchilla/civicrm-distributions-starter-kits

Maybe PM me.
Chris